Customer Service Representative

You are a highly **effective communicator**

You are **organized** and your **attention to detail** is outstanding

You love the idea of working in a **dynamic** and **fast paced environment**

You get satisfaction from providing solutions to clients and colleagues

If this sounds like you, then we’d love to hear from you
**What’s the ask?**

The Customer Service Representative will be responsible for providing service excellence to our Personal Plan Administration, (PPA), department clients. Daily contact with both plan sponsors as well as their plan members will include the following;
- Enrolment of new plan members
- Answer correspondence related to the administration of the plan(s)
- Establish a professional relationship between the client and the carrier
- Ongoing maintenance of member’s eligibility information
- Complete employer statement for disability claims, follow up on status of claim with carrier and audit waiver updates
Prepare and distribute welcome packages
- Prepare and/or audit coverage information on monthly billing statements
- Review HRIS feeds and research data discrepancies
- Load HRIS feeds into the carrier system and audit success
- Summarize billing information for the client payroll and finance departments as required
- Provide and coordinate support for the Consultant team as well as Client Partnership colleagues
- Project work as needed
**What does it take?**
- Experience in administration and/or in the insurance field;
- Excellent written and verbal communication skills;
- Bilingual in both official languages would be an asset;
- Reliability and detail-oriented;
- Proactive;
- Ability to work in a team as well as independently;
- Excellent customer service skills;
- Excellent organizational and time management skills;
- Ability to prioritize and adapt to changing demands;
- Skilled in Microsoft Office products
- Able to possibly travel between office locations
**Who we are**

Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 10 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.
**What sets us apart?**
**Be in good company**

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.
**Challenge your thinking**

You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.
**Grow together**

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.
**Benefits and perks**
- Competitive salary
- Participate in our comprehensive benefits plan on day one — no waiting period
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Community involvement
**Are you interested?**

Send in your cover letter and resume and share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.